--- title: "Planview Portfolios Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Planview Portfolios Software - reviews, pricing plans, popular comparisons to other Project Portfolio Management products and more." source_url: "https://www.capterra.com/p/239639/Planview-Enterprise/" page_type: "product" language: "en" --- # Planview Portfolios Software Review 2026: Features, Integrations, Pros & Cons Last updated on July 31, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Planview Portfolios ## What is Planview Portfolios? Planview Portfolios is a strategic portfolio management (SPM) solution helping PMO leaders and portfolio managers connect strategy to work delivery across programs, resources, and investments. Built for large organizations managing complex portfolios across business units and delivery methods. Demand and investment tools let teams collect requests, score them against business objectives, and model prioritization before resources commit. Scenario planning and what-if analysis let managers compare staffing, timing, and funding as priorities shift. Portfolios delivers waterfall planning natively and governs agile and collaborative work in connected tools. Financial tracking covers budgeting, forecasting, cost actuals, and agile costing. Built-in AI, through Planview Anvi, supports natural language querying, AI-generated insights, and sentiment analysis on status updates. Portfolios connects to SAP, ServiceNow, Workday, Jira, and Azure DevOps, with a library of out-of-the-box reports. ## What is Planview Portfolios used for? [Project Portfolio Management](https://www.capterra.com/project-portfolio-management-software/)[Resource Management](https://www.capterra.com/resource-management-software/)[Agile Project Management](https://www.capterra.com/agile-project-management-tools-software/) Top alternative Featured Overall rating Based on 19 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Planview Portfolios?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.planview.com/&name=Planview Portfolios) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Planview Portfolios 4.1 (19) VS. [4.7 (564)](https://www.capterra.com/p/144020/Aha/reviews/) Starting Price Contact vendor Starting Price $59 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.8 (19) Ease Of Use 4.4 (14,483) Value For Money 3.9 (14) Value For Money 4.6 (9,878) Customer Service 4.2 (11) Customer Service 4.8 (9,635) ## Planview Portfolios alternatives [4.6 (6,080)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.4 (3,033)](https://www.capterra.com/p/76113/Wrike/reviews/) Starting price $10.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [4.6 (2,240)](https://www.capterra.com/p/146652/Airtable/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.5 (3,533)](https://www.capterra.com/p/79104/Smartsheet/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/239639/Planview-Enterprise/alternatives/) ## FAQs about Planview Portfolios Overview ### Which roles and teams benefit most from Planview Portfolios? Planview Portfolios is most used by project managers, PMO leaders, and IT teams that need centralized planning, resource allocation, and portfolio tracking across complex initiatives. Engineers and business analysts use it to align technical work with priorities, while executives and owners rely on dashboards for investment visibility, governance, and delivery oversight. Answer based on 19 reviews Overview ### What company size and specific industries is Planview Portfolios built for? Planview Portfolios is designed for large enterprises that manage complex, cross-functional portfolios across multiple business units and need strategy-to-execution alignment. The target audience is enterprise organizations rather than small businesses or mid-market companies, and it is suited to large-scale operational environments with coordinated portfolio management needs. Features and Usability ### What are the key features of Planview Portfolios? Planview Portfolios offers portfolio management, resource management, budgeting/forecasting, and strategic planning. It also includes scenario planning and modeling & simulation, along with dashboards, KPI monitoring, Gantt/timeline view, reporting, and real-time analytics for tracking projects, capacity, financials, and progress across teams. Integrations ### Which third-party tools and platforms does Planview Portfolios integrate with? Planview Portfolios integrates with Asana, Azure DevOps Server, Dynamics 365, GitHub, GitLab, Jira, Planview ProjectPlace, Polarion ALM, ServiceNow IT Service Management, SofTrack, Trello, Zendesk Suite, and codebeamer. These integrations span project management, development, IT service management, CRM, and support platforms. Getting Started and Support ### What training and onboarding options does Planview Portfolios offer? Planview Portfolios provides in person training, webinars, and documentation to help teams get started. In person sessions support guided instruction, webinars offer live online learning, and documentation gives written reference material for self-paced review of features and setup steps. Getting Started and Support ### What customer support options does Planview Portfolios offer? Planview Portfolios provides email/help desk, a knowledge base, phone support, 24/7 live rep, and chat. These channels give users multiple ways to get help and resolve issues. Support experience details are not available, so no claims can be made about response times, helpfulness, or common frustrations. ## Features AI summary Based on 1,151 Project Portfolio Management reviews Capterra data shows that buyers of Project Portfolio Management software rank the following features as their top priorities: - **Progress Tracking** (**76%** of reviewers rated this feature as critical) - **API** (**90%**) - **Calendar Management** (**81%**) Planview Portfolios supports **Progress Tracking** and **API**, giving teams visibility into project status and making it easier to connect portfolio data with other business systems. However, it does not include **Calendar Management**. Instead, it offers other highly rated capabilities, including **Workflow Management** (**80%**), **Prioritization** (**70%**), and **Third-Party Integrations** (**84%**), which help businesses organize work, focus on the most important initiatives, and connect tools across the project environment, allowing teams to manage portfolios with better coordination and decision-making. Progress Tracking 4.7 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Reporting on how each user, task or process has advanced since its initiation Workflow Management 4.5 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Create, design and manage workflows for repetitive tasks Prioritization 4.6 (5) 80.00% of 5 reviewers that rated this feature as important or highly important Arrange tasks based on the level of priority or urgency Portfolio Management 4.0 (6) 100.00% of 6 reviewers that rated this feature as important or highly important Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Task Management 4.5 (6) 83.33% of 6 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Document Management 4.4 (5) 100.00% of 5 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Planview Portfolios 66 features ### All Features - "What If" Scenarios: Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Ad hoc Reporting: Generate one-off reports that meet information requirements - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Budgeting/Forecasting: Create budgets based on historical data and future projections - Capacity Management: Monitor service demand and performance to plan for adequate resources that meet business needs - Change Management: Track and monitor efficient handling of all changes/transitions - Change Planning: Planning training and tasks to facilitate the transition to new technology, process, or workflow. - Change Tracking: Track changes in laws and regulations and compare previous legislation to current legislation - Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Configurable Workflow: Configure existing workflows to meet your organization's needs - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Dashboard Creation: Creation and customization of dashboards - Data Import/Export: Import and export data to and from software applications - Data Visualization: Graphical representation of data - Document Management: Store, manage, and track all electronic documents in a centralized location - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Forecasting: Form predictions based on past and present data/trends - Gantt/Timeline View: Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - Idea Management: Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects - Ideation: The creation, development, and sharing of potentially innovative new ideas - Kanban Board: Visualization tool to organize and optimize tasks and track their status at every stage of workflow - KPI Monitoring: Tracking the status of previously identified performance measurements - Milestone Tracking: Monitor task progress and planned accomplishments to better manage project status - Modeling & Simulation: Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making - Multi-Language: Manage and support multiple languages - Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Prioritization: Arrange tasks based on the level of priority or urgency - Progress Reports: Document and report the progress of ongoing projects - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Project Accounting: Manage and track financials on a project-to-project basis - Project Planning: Organize and schedule projects - Projections: Estimate or forecast of a future scenario based on the study of present trends - Real-Time Data: Receive data and information in real time - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Release Management: Planning, scheduling, and overseeing the release of software or system changes into a live or production environment - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Resource Management: Process of planning, scheduling and executing the optimal and effective use of human capital across projects - Roadmapping: Identifying desired outcomes and important milestones and creating a plan on how to achieve them - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Scenario Planning: Develop potential scenarios to identify risks and opportunities - Scorecards: Visual representation of performance data, enabling users to monitor progress, identify trends, and make data-driven decisions - Single Sign On: Allow users to access multiple services after entering their login credentials once - Status Tracking: Track the status over time for a request, process, asset, or transaction - Strategic Planning: At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Team Management: Organizing a group of people to accomplish a task - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Visualization: Graphical representation of data or processes - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.1 (19) 4.1 Based on 19 reviews ## Pricing Value for money 3.9 (14) ### Starting price Free trial not available Value for money 3.9 (14) 3.9 Based on 14 reviews ## Integrations [ Trello](https://www.capterra.com/p/211559/Trello/)[ Jira](https://www.capterra.com/p/19319/JIRA/)[ Asana](https://www.capterra.com/p/184581/Asana-PM/)[ GitHub](https://www.capterra.com/p/129067/GitHub/)[ Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[ Zendesk Suite](https://www.capterra.com/p/164283/Zendesk/)[ GitLab](https://www.capterra.com/p/159806/GitLab/)[ Azure DevOps Server](https://www.capterra.com/p/177262/Team-Foundation-Server/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.2 (11) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.2 (11) 4.2 Based on 11 reviews ## User reviews Overall rating 4.1 Based on 19 reviews Filter by rating 5(7) 4(6) 3(6) 2(0) 1(0) Mentioned topic Sorted by most recent JH Judy H. Owner Apparel & Fashion ### "Plainview survey" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 23, 2025 I love how the site is setup and easy to use and understand everything Pros Easy to setup and easy to use very much understandable to use Cons There are a few things that was not helpful in what a person in need Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RK Rachid K. Sales Executive Banking ### "Planview Portfolios Review " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 20, 2025 Plainview Portfolios is a better way to manage your business and take profitability given the analytics and reporting aspect. Pros The prioritization is the most feature on this program cause it helps to prioritize tasks, save time and risks. Cons The analytics and reporting is a helpful tool exist on this program to make new strategic goals to improve the business's profitability. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SC Stefano C. Pmo Banking ### "A good ppm platform " 3.0 Overall Rating 3.0 3.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 2.0 2.0 Likelihood to Recommend 7/10 March 24, 2025 Planview is a good platform for manage project but need some evolution Pros The user experience on the platform, very easy to use Cons The possibility to customize the platform Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. NW Nsogbu W. Assistant Hatchery and Early Stage Manager Farming ### "Planview Portfolios is the Real PPM Program" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 20, 2024 Task issuing. Project portfolio management. Pros I like that it is way too easy to manage projects and tasks without involving a single manual workflow. Cons I do not have any issue that I encounter when using this program. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AG Asnath G. Assistant Projects Manager Information Technology and Services ### "My overall experience with Planview Portfolios." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 May 6, 2024 Pros It is simple to plan and optimize portfolios with this tool.It is simple to execute projects and portfolios strategies with Planview Portfolios. Cons I haven't experienced any shortcomings with Planview Portfolios. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Shashank T. Sr BA Information Technology and Services ### "Can be much better" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 6/10 March 25, 2024 Focus needs to be on ease of use. User adoption is not good Pros Has lots of features including capacity planning Cons Capacity can be updated by individual users but it is not easy to use which creates lot of resistance from users to regularly update it. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CH Cristian Henry G. Coordinador de proyectos Information Technology and Services ### "Agilismo con Planview" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 September 29, 2022 Potente en la gestión de proyectos y en planeación de los mismos Pros Si bien su base es la gestión de proyectos tradicionales, el software contiene un potente espacio de gestión para proyectos ágiles permitiendo la colaboración y la elaboración de Kanban y seguimiento a actividades Cons Se debe mejorar en los reportes estándar para brindar una mayor información histórica Reasons for choosing Planview Portfolios Por ser fuerte en el mercado global y líder en la gestión de proyectos Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. KC Kelly C. Civil Engineer Environmental Services ### "Workable but not Easy" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 0.0 0.0 Likelihood to Recommend 4/10 May 8, 2021 We switched to Planview from another software and it’s only been a few months, but honestly I wish we stayed with our previous software. Planview takes so much more time to work in and get the information we need. Pros When Planview finances are working properly I really enjoy the options for financial analysis across different projects. It allows for quick and easy comparison. Cons What I like least about Planview is that the names of some of the columns don’t make sense. For example “Project Start Date” stops displaying the correct project date once the project starts. Switched from [Oracle Primavera Cloud](https://www.capterra.com/p/145503/Oracle-Primavera/) Our client required us to switch. Alternatives considered [Oracle Primavera Cloud](https://www.capterra.com/p/145503/Oracle-Primavera/) Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AS Allie S. Environmental Engineer Environmental Services ### "Difficult to Implement but a Powerful Tool" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 May 8, 2021 Planview requires a lot of front end time investment to get the software up and running and for people to know how to use it. However once they do, it is a great tool to use especially with multiple sites to manage. Pros Planview is very similar to Microsoft project which made implementation easier. It is also helpful for keeping track of financials across a variety of sites. Cons Planview can be quite glitchy which causes efficiency to go down, and info can frequently be reset. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AN Anonymous User CEO Non-Profit Organization Management ### "A good program, but complex" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 4/10 April 23, 2021 It is an average software that does not make it very user friendly. It has many resources within, but the cons outweigh the pros often. I would not be disappointed if we changed out software. Pros I would compare it to a microsoft project software. It is easy to manage multiple things at the same time and has many useful reports to run. Cons It has a big learning curve and it difficult to learn on the fly. It does crash and glitch frequently and there is no way to undo a mistake with a clock of a button Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/239639/Planview-Enterprise/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [monday.com AI Work Platform vs Planview Portfolios](https://www.capterra.com/compare/147657-239639/monday-com-vs-Planview-Enterprise)